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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-31 |
| NC | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 01/2014 | 01/2020 |
| Carolina Talent | Charlotte | NC | 05/2019 | 01/2020 |
| Fidelity Brokerage Services Llc | Alexandria | VA | 02/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-102644|OrgNmn:Elon University Advisory Board|Org Addr:Elon,North Caro,US|OBA Nature:Elon's Love School of Business|Invst Rel:N|Title:Advisory Board Member for the Elo|Duties:Help to open the door for job opportunities for the students, speak with students about my career, and assisting in continuing to elevate the |StrtDt:09-27-23|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-11-15 |
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